There is a little bit of sitasnionalesm in her statement
taxi driver turned chief executive statement. While that statement is
indeed true, it does give the average reader (who does not know your
background) an impression that you were pursuing taxi driving as a full
time career, and then went out and started a startup that makes videos
and made yourself the CEO. Having known you for quite a while, I know
that far from the truth.I saw the 500 startup pitch wherein you
mentioned the same thing. While you might be proud of your taxi driving
experience, I recommend you skip that from your future pitches so as to
not give the wrong impression.
Luis, 4 months, 4 weeks ago.
John I attempted it, but this <a
href="http://bcdeowj.com">conpmay</a> is outside of my
wheelhouse. The challenge is that figuring out what the market is
factoring it requires me to understand their financial situation in a
little more detail than I currently understand. 1) I don't really
understand whether their R&D is supporting future activities or
things related to the year in which they were incurred. This matters,
because every year is profitable if we add it back in. And if it is
supporting future activities that will generate a profit, how confident
can I be in the returns this will generate, and what stops other firms
from doing the same thing?2) When thinking about mean reversion in
their profitability, I'm at a loss of words for describing what kind of
margins this business might produce for the next 10 years. You can get
firms like Verisk that produce 50% margins with very good reasons and
you can expect their core businesses to continue pounding out this much
money for years to come. (They've been doing this for 50+ years now
serious barriers are in place) Those large juicy margins, CRM's
valuation, etc. all attract competition, and I don't understand what
kind of margins can be expected from them in 10 years.3) It seems like
employee stock options produce a decent chunk of cash for them every
year. Last year, that alone brought in $350M for them. Not necessarily
bad, but very curious to see this for a person like me.I don't have a
specific issue with share count growing so much if it's overvalued,
management ought to pay for as many things as possible with it,
especially in the way of acquisitions. Because this firm is outside of
my wheel house, I'm not the guy to even consider doing calculations
regarding what the market has priced in. If you show me an insurer, I
have some idea on how to answer questions #1 and #2, and I can give a
rough estimate on what they're factoring in regarding the combined
ratio, maybe investment income, management's ability to allocate
capital, and so on.
Carlos, 4 months, 3 weeks ago.
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John – I attempted it, but this company is outside
of my wheelhouse. The challenge is that figuring out what the market is
factoring it requires me to understand their financial situation in a
little more detail than I currently understand. 1) I don’t
really understand whether their R&D is supporting future
activities or things related to the year in which they were incurred.
This matters, because every year is profitable if we add it back in. And
if it is supporting future activities that will generate a profit, how
confident can I be in the returns this will generate, and what stops
other firms from doing the same thing?2) When thinking about
“mean reversion” in their profitability,
I’m at a loss of words for describing what kind of margins
this business might produce for the next 10 years. You can get firms
like Verisk that produce 50% margins with very good reasons and you can
expect their core businesses to continue pounding out this much money
for years to come. (They’ve been doing this for 50+ years now
– serious barriers are in place) Those large juicy margins,
CRM’s valuation, etc. all attract competition, and I
don’t understand what kind of margins can be expected from
them in 10 years.3) It seems like employee stock options produce a
decent chunk of cash for them every year. Last year, that alone brought
in $350M for them. Not necessarily bad, but very curious to see this for
a person like me.I don’t have a specific issue with share
count growing so much… if it’s overvalued,
management ought to pay for as many things as possible with it,
especially in the way of acquisitions. Because this firm is outside of
my wheel house, I’m not the guy to even consider doing
calculations regarding what the market has priced in. If you show me an
insurer, I have some idea on how to answer questions #1 and #2, and I
can give a rough estimate on what they’re factoring in
regarding the combined ratio, maybe investment income,
management’s ability to allocate capital, and so on. http://www.theindustryofcool.com/online-colleges.htmlhttp://www.everydaytwinks.com/cheap-viagra.html
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Comments
There is a little bit of sitasnionalesm in her statement taxi driver turned chief executive statement. While that statement is indeed true, it does give the average reader (who does not know your background) an impression that you were pursuing taxi driving as a full time career, and then went out and started a startup that makes videos and made yourself the CEO. Having known you for quite a while, I know that far from the truth.I saw the 500 startup pitch wherein you mentioned the same thing. While you might be proud of your taxi driving experience, I recommend you skip that from your future pitches so as to not give the wrong impression.
Luis, 4 months, 4 weeks ago.
John I attempted it, but this <a href="http://bcdeowj.com">conpmay</a> is outside of my wheelhouse. The challenge is that figuring out what the market is factoring it requires me to understand their financial situation in a little more detail than I currently understand. 1) I don't really understand whether their R&D is supporting future activities or things related to the year in which they were incurred. This matters, because every year is profitable if we add it back in. And if it is supporting future activities that will generate a profit, how confident can I be in the returns this will generate, and what stops other firms from doing the same thing?2) When thinking about mean reversion in their profitability, I'm at a loss of words for describing what kind of margins this business might produce for the next 10 years. You can get firms like Verisk that produce 50% margins with very good reasons and you can expect their core businesses to continue pounding out this much money for years to come. (They've been doing this for 50+ years now serious barriers are in place) Those large juicy margins, CRM's valuation, etc. all attract competition, and I don't understand what kind of margins can be expected from them in 10 years.3) It seems like employee stock options produce a decent chunk of cash for them every year. Last year, that alone brought in $350M for them. Not necessarily bad, but very curious to see this for a person like me.I don't have a specific issue with share count growing so much if it's overvalued, management ought to pay for as many things as possible with it, especially in the way of acquisitions. Because this firm is outside of my wheel house, I'm not the guy to even consider doing calculations regarding what the market has priced in. If you show me an insurer, I have some idea on how to answer questions #1 and #2, and I can give a rough estimate on what they're factoring in regarding the combined ratio, maybe investment income, management's ability to allocate capital, and so on.
Carlos, 4 months, 3 weeks ago.
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Natalia, 4 months, 3 weeks ago.
ေရွးသေရာအခါက ရာမညတိုင္း မာလာယုျပည္အနီး၊ ခ်င္ၾကာပူရ ဟုအမည္ရေသာ လြန္စြာစည္ကားသည့္ တိုင္းႏိုင္ငံငယ္ေလး တခုရွိေလသည္။ ..ေနမပူ၍ ေလပူမတိုက္ေသာ ေန႔တေန႔~~ ခ်င္ၾကာပူရတိုင္း၏ အထင္ကရျမိဳ႔လယ္.. ဥယ်ာဥ္ျခံလမ္းမၾကီး ကား အမ်ိဳးအစားမ်ားျပားစံုလင္လွေသာ.. ေရွာ႔ပင္းစင္တာမ်ားသို႔ လာေရာက္ေဈးဝယ္ၾကေသာ ..သူငယ္မ၊ လံုမပ်ိဳၾကီးငယ္ မ်ားျဖင့္ ရွဳပ္ေထြးစည္ကားေနေလေတာ႔သည္.. ထိုအခိုက္ တစံုတခုကိုျမင္လိုက္ရေလသည္.. ကြ်ႏုပ္တို႔ ခ်ာရာဏသီတိုင္း ေရႊမရာမာပူရမွ လာဟန္တူေသာ လုလင္ပ်ိဳသံုးေယာက္... တေယာက္ကား ေမာ္ေမာ္ၾကြားၾကြား ေတာသူေဌးသားဂိုက္အျပည့္ႏွင့္ တေယာက္မွာကား ဂႏၶာလရာဇ္ႏြယ္ဖြားမ်က္ႏွာေပါက္ႏွင့္ျဖစ္၏၊ ေနာက္ဆံုးတေယာက္ကား မာလာယုျပည္သားႏွင့္ခပ္ဆင္ဆင္ျဖစ္၏၊ အႏွီသံုးေယာက္ကား တေယာက္ႏွင့္တေယာက္ ေအာ္က်ယ္ဟစ္က်ယ္ စကားေျပာလ်က္ ေဈးဝယ္လာၾကေသာ သူငယ္မ၊ လံုမပ်ိဳၾကီးငယ္တို႔၏ စကပ္တိုတို ေဘာင္းဘီတိုကပ္ခ်က္ျပဳတ္တင္ေပၚ၊ အကၤ်ီခါးျပတ္ ေက်ာေဖာ္ရင္ေပၚ ၾကိဳးတေခ်ာင္းအကၤ်ီ တို႔မွ ထြက္ပၚလာေသာ ေပါင္သားဝင္းဝင္း ဗိုက္သားဝင္းဝင္း..အဝတ္စလြတ္ေသာေနရာမွ ဝင္းဝင္း၊ ဝင္းဝင္းႏွင့္ထြက္ေပၚလာေသာ၊ အရာမွန္သမွ်ကို ထူးဆန္းအံ႔ၾသစြာ..ၾကည့္ရွဳလ်က္ ..ယင္ေကာင္နားေလာက္ေသာ ပါးစပ္မ်ားျဖင့္ ေရႊမရမာပူရစကားကို အားပါးတရေျပာဆိုေနၾကေလသည္.... ေကာင္းကင္ကား ၾကည္လင္၍ ေနသာေနေပသည္.. ထို လုလင္ပ်ိဳ သံုးေယာက္တို႔၏ ေျပာစကားမ်ားအရ သူတို႔ကား သေဘၤာသီးမ်ားတည္း.. မၾကာခင္ တရုတ္တန္းရွိရာအရပ္သို႔ အလုပ္ကိစၥ အလို႔ငွာ သြားေရာက္ရန္ တိုင္ပင္ေနၾကေလသည္... ဘတ္စ္ကားမၾကပ္ေသးေသာ ေန႔လည္အခ်ိန္တခ်ိန္သာ ျဖစ္ေတာ႔သည္..။ ခ်င္ၾကာပူရတိုင္း၊ တရုတ္တန္းအရပ္။ ... ေတာသူေဌးသား ဦးေဆာင္လ်က္ အႏွီေရႊမရမာပူရသား သံုးေယာက္ တရုတ္တန္းတခုလံုးအားသိမ္းပိုက္ေတာ႔မည့္ ဟန္ႏွင့္ဘတ္စ္ကားေပၚမွ ဆင္းလာၾကသည္.. သူတို႔ႏွင့္ ေရွ႔မလွမ္းမကမ္းမွာေတာ႔ ဂႏၶာလရာဇ္ႏြယ္ဖြား ျဖစ္ဟန္တူေသာ အမိုက္စားလံုမပ်ိဳႏွစ္ေယာက္ အႏၱရာယ္ကိုမသိသည့္အလား အမိုက္စားဝတ္စားျပင္ဆင္လ်က္.. ဦးေသာင္းစိန္လမ္းမၾကီးအားျဖတ္ကူးရန္ မီးပိြဳင့္ရွိရာ အရပ္သို႔လမ္းေလွ်ာက္သြားေနၾက၏။ ကြ်ႏု္ပ္၏ လုလင္ပ်ိဳသံုးေယာက္ကား ထိုအမိုက္စားေလးႏွစ္ေယာက္ေနာက္မွကပ္လ်က္ တေယာက္ႏွင့္တေယာက္.. အမ်ိဳးမ်ိုးမွတ္ခ်က္ေပး၍ လိုက္လာေလသည္.. မိုးတိမ္မ်ားကား ရုတ္တရက္ အုပ္ေမွာင္လာ၏.. ေတာသူေဌးသား ပါးစပ္မွ မစားရအေညွာ္ခံ ပ်စ္ပ်စ္ႏွစ္ႏွစ္ ေရႊမရမာပူရစကားမ်ားကား တရစပ္ထြက္က်ေန၏.. အမိုက္စားေလးႏွစ္ေယာက္ ဦးေသာင္စိန္လမ္းတဖက္သို႔ကူးရန္ မီးပိြဳင့္၌လူရုပ္ကေလးက အနီေ၇ာင္ျပေန၍ ရပ္လိုက္ေလသည္..ေတာသူေဌးသား ပါးစပ္ကား ပ်စ္ပ်စ္ႏွစ္ႏွစ္ ေရႊမရမာပူရစကားမ်ားထြက္က်လ်က္ရွိဆဲ... ေကာင္းကင္၌ မိုးကားေမွာင္မဲ၍သည္းၾကီးမည္းၾကီးရြာမည့္ဟန္ရွိ၏.... ရုတ္တရက္.... အမိုက္စားေလးႏွစ္ေယာက္ အနက္မွ ခ်ာရဏသီတိုင္းမွရုပ္ရွင္မင္းသမီး ပုလဲဝင္း..၏မ်က္ႏွာေပါက္ႏွင့္ဆင္ေသာ အမိုက္စားေလးတေယာက္.. ခ်ာကနဲလွည့္၍ ေတာသူေဌးသားအား ခပ္တည္တည္ မ်က္ႏွာထားျဖင့္ မ်က္ႏွာခ်င္းဆိုင္လိုက္ေလသည္... ထို႔ေနာက္ တခ်က္ျပံဳးလ်က္.... လြန္စြာမွပီသေသာ..ခ်ိဳျမေသာ ေ၇ႊမရာမာပူရစကားျဖင့္ ေတာသူေဌးသားအား ယခုလို ေျပာဆိုလိုက္ေလသည္.... " ေမာင္ေလးမွာႏွမေတြ ရွိမွာဘဲ.. ေမာင္ေလးရဲ႔ႏွမေတြကို ေမာင္ေလးေျပာသလို အေျပာခံရရင္ ေမာင္ေလးဘယ္လိုေနမလဲ.. ႏွမခ်င္းကိုယ္ခ်င္းစာပါ... ခ်င္ၾကာပူရမွာ ေ၇ႊမရမာပုရ စကားေျပာရင္ဆင္ျခင္ပါ.. ေမာင္ေလးမသိတဲပ ေ၇ႊမရာမာပူ၇တိုင္းသားေတြ ဒီမွာအမ်ားၾကီးရွိတယ္.. ေနာက္ေနာင္.. ဆင္ျခင္ပါ.. ဒီတခါေတာ႔ ခြင့္လႊတ္လိုက္မယ္.. သေဘာေပါက္တယ္ေနာ္.. ဆို၍.. လူရုပ္ကေလးအစိမ္းေ၇ာင္ျပျပီုျဖစ္သျဖင့္ လမ္းတဘက္သို႔ ျဖတ္ကူးသြားၾကေလသည္.. ေတာသူေဌးသားကား ေခြးအၾကီးလွည္းနင္းသကဲ႔သို႔.. အအာအိအီ..ႏွင့္ ဖင္ကုတ္ေခါင္းကုတ္ ပါးစပ္အေဟာင္းသား... က်န္..လုလင္ပ်ိဳအေဖာ္ႏွစ္ေယာက္ႏွင့္အတူ မီးပိြဳင့္မွာ ေၾကာင္၍က်န္ရစ္ခဲ႔ေလသည္... မိုးကားသည္းၾကီးမဲၾကီး ခ်ိမ္း၍ ရြာေလျပီ။ ..မိုးႏွင့္အတူ ပါလာေသာ ေဒေ၀ါက အသံနက္ၾကီျဖင့္ ကိပတ္သဂြတ္ေ၀ါ့ဟုဆိုကာ …... ဤတြင္ျပီး၏။ http://www.sanfranciscoinsurers.com/
Andie, 4 months, 3 weeks ago.
ျပီးခါနီးပါျပီဆုိေတာ့ KL (9) လာဦးမယ္ေပါ့အေပၚဆံုးမွ လည္ပတ္ေနတဲ့ စီးစရာ ျမင္းရုပ္ေတြ ေတြ.လုိက္တယ္၊ မမကြန္းၾကီး တစ္ေယာက္ ျမင္းစီးခဲ့လားမမကြန္းရဲ့ ပရိတ္သတ္ၾကီးက ဓါတ္ပံုေတြရဲ့ အရိပ္ထဲမွာ မရွာရေအာင္ ဓါတ္ပံုေလးတင္လုိက္ပါလားဟာကနဲ ဟင္ကနဲ ျဖစ္သြားမလား ဒါမွမဟုတ္ ကုိရီးယားမင္းသမီးနဲ.မ်ားတူေနမလား မေျပာတတ္ပါ၊မွတ္ခ်က္။ ကုိရီးယားမင္းသမီးဆုိသည္မွာ အဓိကမင္းသမီး၊ ဇတ္ပုိ.မင္းသမီး၊ အေမခန္းကသရုပ္ေဆာင္တဲ့ မင္းသမီး၊ အဖြားခန္းက သရုပ္ေဆာင္တဲ့ မင္းသမီးတုိ.ကုိဆုိလုိပါသည္၊ မမကြန္းက ဘယ္ category မွာ ပါသလဲ မေျပာတတ္ပါ၊အျမဲတမ္းအားေပးေနပါ့မယ္ခင္တဲ့ေမာင္ဇီ http://www.carinsuranceinillinois.net/ http://www.careyourauto.com/
Cash, 4 months, 3 weeks ago.
John – I attempted it, but this company is outside of my wheelhouse. The challenge is that figuring out what the market is factoring it requires me to understand their financial situation in a little more detail than I currently understand. 1) I don’t really understand whether their R&D is supporting future activities or things related to the year in which they were incurred. This matters, because every year is profitable if we add it back in. And if it is supporting future activities that will generate a profit, how confident can I be in the returns this will generate, and what stops other firms from doing the same thing?2) When thinking about “mean reversion” in their profitability, I’m at a loss of words for describing what kind of margins this business might produce for the next 10 years. You can get firms like Verisk that produce 50% margins with very good reasons and you can expect their core businesses to continue pounding out this much money for years to come. (They’ve been doing this for 50+ years now – serious barriers are in place) Those large juicy margins, CRM’s valuation, etc. all attract competition, and I don’t understand what kind of margins can be expected from them in 10 years.3) It seems like employee stock options produce a decent chunk of cash for them every year. Last year, that alone brought in $350M for them. Not necessarily bad, but very curious to see this for a person like me.I don’t have a specific issue with share count growing so much… if it’s overvalued, management ought to pay for as many things as possible with it, especially in the way of acquisitions. Because this firm is outside of my wheel house, I’m not the guy to even consider doing calculations regarding what the market has priced in. If you show me an insurer, I have some idea on how to answer questions #1 and #2, and I can give a rough estimate on what they’re factoring in regarding the combined ratio, maybe investment income, management’s ability to allocate capital, and so on. http://www.theindustryofcool.com/online-colleges.html http://www.everydaytwinks.com/cheap-viagra.html
Janisa, 4 months, 2 weeks ago.
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